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Consultant Relations

James Spidle, CFA

Head of Strategic Partnerships

James is Head of Strategic Partnerships at Breckinridge. In his role, James manages many of the firm’s institutional relationships and focuses on developing the firm’s strategic partnerships. He joined the firm in 2010 and has over 24 years of investment industry experience. Prior to Breckinridge, he spent over 8 years at Gannett Welsh & Kotler LLC. where his primary responsibilities included business development and relationship management within the firm’s Sales and Client Service group. He started his career in the mutual funds department at Loomis Sayles & Company, first as an associate in the sales and marketing group, then as a quantitative/performance analyst in the fund administration group. James is a member of the CFA Society Boston, Inc. James received a B.A. in psychology from Colby College. He holds a Series 65 license and is a CFA® charterholder.

MOST RECENT INSIGHTS FROM James Spidle